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Online (web-based) TurboTax - how to report missed 2023 RMD (corrected in 2024) and waiver request?
Online (web-based) TurboTax - how to report missed 2023 RMD (corrected in 2024) and waiver request?
I'm using the Online TurboTax product (web-based).
I missed my RMD in 2023 but corrected it with a withdrawal/disbursement in January 2024.
Is there a way to file the Form 5329 and supporting documents to request the waiver of the excise tax/penalty, using the Online TurboTax (web-based)?
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‎April 14, 2024
10:15 AM